Opportunity Engagement Team Specialist

Key Responsibilities:

Opportunity Evaluation & Routing
Opportunity Evaluation & Routing: Partner with sales and operations to match client requirements with the correct internal departments within leadership standards.
Pipeline Assignment: Route and assign personnel to active pre-sales pipeline opportunities based on pre-defined criteria.
Scope Analysis: Read, review, and interpret RFPs, manufacturer specifications, technical journals, and installation scopes to extract due dates and vital details.
Project Classification: Identify and categorize project types, including local contracts, nationwide rollouts (standardized work with schedule control), and multi-site deployments (similar or dis-similar work).
AI-Driven Data Analysis: Leverage approved AI applications to analyze large documents, assessing whether sufficient data exists to determine if an opportunity fits the organization.
Execution & Continuous Learning: Maintain deep, evolving knowledge of company practice areas, organization, and technologies.
Data Management: Apply a structured, methodical approach to daily data entry, triage tasks, and problem-solving.
Work Quality: Meet deadlines and maintain high-quality work under pressure with minimal oversight.

Qualifications and Core Skills

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required, compliant with EEOC and ADA requirements.
• Technical Proficiency: Mastery of Salesforce, MS Word, MS Outlook, MS Excel, and MS Teams.
• Reasoning & Problem-Solving: Ability to define problems, collect data, establish facts, draw valid conclusions, and interpret instructions in mathematical or diagram form.
• Communication Skills: Proficient written and verbal English communication. Ability to present technical information effectively to prospects, customers, peers, and managers.
• Industry Knowledge: Broad, introductory knowledge of systems integration practice areas, including:
  • Wired and wireless data/voice networking
  • Physical security (cameras, alarm panels, door access control)
  • Audio Visual (AV) systems
  • Local and commercial electrical services

What You Bring and Expectations

Education & Experience
• Required: High School Diploma or equivalent.
• Preferred: 2-year or 4-year college degree in Computer Science, Electrical Engineering, or Management Information Systems (MIS).
• Preferred: 1–3 years of experience working with a systems integrator.
• Preferred: Experience in technical and proposal writing with an understanding of professional, client-facing documents.
 Certificates, Licenses, Registrations
• Required: Valid Driver’s License.
• Preferred: Current US Passport.
Work Environment & Travel
• Location: Performance-based flexibility to work from home or from the office.
• Travel: Very limited; required only for occasional conferences or team meetings as required.